How To Create A Sales Receipt In Quickbooks

Have you ever needed to create a sales receipt in Quickbooks Online?

When it comes to sales receipts in QuickBooks, there's more than what meets the eye. Depending on how you initiate the creation of the sales receipts, different fields will be automatically populated and can save you valuable time and effort.

The most general way to create a sales receipt is to click the + sign in the top menu bar. From there, you'll see a handful of options. In the customers column, click on "sales receipt."

You should now see the sales receipt screen.

You'll see the first field you can fill out is the Customer Fields. If your customer is already in Quickbooks, you'll see them here. Upon selecting the customer, the email and billing address fields will fill out automatically. What doesn't populate automatically is the payment method, where the funds were deposited, and what was sold. If you've read my other blog posts, you'll read that the accounting system you use is only as good as the data you enter into it. So don't be shy and enter as much relevant information as you can.

Once you've entered all your information, you'll have two options to move forward. The first is to save and close. This will simply update QuickBooks with the information you've entered. The second is save and send. Save and send will bring you to a second screen where you can preview additional information before it goes to the customer.

Now you know the basics of creating a sales receipt in QuickBooks. If you ever need to create one, this method will work. But if you're like me and want to be a power user, there are two other methods of accomplishing this same task which might be useful depending on how you build out your workflows.

Method #1 – New Transaction method

From the sales page, click "new transaction" and then "sales receipt."

Method #2 – Customer method

This method is valuable if you're already working with some customer information. Look in the left hand column, click "sales" and then find the customer you're working with. Once you know which customer you want to create a sales receipt for, click new transaction in the right hand column and select "sales receipt."

So there you have it – a few easy ways to create a sales receipt in QuickBooks. If you liked this tutorial and want to see a video walk-through of how to make a sales receipt you can watch it below: